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ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.32M
3
+$9.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.78M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.75M

Top Sells

1
+$9.7M
2
+$7.53M
3
+$4.47M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.99M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$2.25M

Sector Composition

1 Energy 13.69%
2 Financials 3.33%
3 Technology 2.98%
4 Industrials 2.83%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
65
+51
627
$5K ﹤0.01%
476
-447
628
$5K ﹤0.01%
101
629
$5K ﹤0.01%
166
630
$5K ﹤0.01%
128
631
$5K ﹤0.01%
40
632
$5K ﹤0.01%
234
633
$5K ﹤0.01%
204
634
$5K ﹤0.01%
111
-282
635
$5K ﹤0.01%
148
636
$5K ﹤0.01%
179
-29
637
$5K ﹤0.01%
47
638
$5K ﹤0.01%
213
+93
639
$5K ﹤0.01%
524
+338
640
$5K ﹤0.01%
245
641
$5K ﹤0.01%
123
642
$5K ﹤0.01%
166
-417
643
$4K ﹤0.01%
23
+13
644
$4K ﹤0.01%
+217
645
$4K ﹤0.01%
30
-35
646
$4K ﹤0.01%
+181
647
$4K ﹤0.01%
116
648
$4K ﹤0.01%
96
649
$4K ﹤0.01%
136
+73
650
$4K ﹤0.01%
+65
24 25
26
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